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IFP Advisors Portfolio holdings

AUM $5.54B
1-Year Est. Return 27.43%
This Fund
S&P 500
This Quarter Est. Return
-0.57%
1 Year Est. Return
+27.43%
3 Year Est. Return
+73.16%
5 Year Est. Return
+63.71%
10 Year Est. Return
–
AUM
$4.82B
AUM Growth
+$368M
Cap. Flow
+$462M
Cap. Flow %
9.59%
Top 10 Hldgs %
14.55%
Holding
5,221
New
339
Increased
1,984
Reduced
1,635
Closed
205

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$21.4M
2
NVDA icon
NVIDIA
NVDA
+$20.6M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$15.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.7M

Top Sells

Rank Stock Value
1
GFI icon
Gold Fields
GFI
+$16.8M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.1M
3
RSPR icon
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
+$9.48M
4
HDV
iShares Core High Dividend ETF
HDV
+$8.96M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.07M

Sector Composition

Rank Sector Weight
1 Technology 12.06%
2 Communication Services 4.19%
3 Financials 4.05%
4 Industrials 3.89%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AUGM
926
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.7M
$543K 0.01%
16,020
– –
EMLP icon
927
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$541K 0.01%
12,393
-699
-5% -$29.1K
CCJ icon
928
Cameco
CCJ
$38.9B
$541K 0.01%
4,978
-2,887
-37% -$330K
DCOR icon
929
Dimensional US Core Equity 1 ETF
DCOR
$3.31B
$540K 0.01%
7,497
+864
+13% +$64.5K
RH icon
930
RH
RH
$3.4B
$537K 0.01%
3,842
+256
+7% +$46.6K
BUFG icon
931
FT Vest Buffered Allocation Growth ETF
BUFG
$324M
$534K 0.01%
19,876
-21
-0.1% -$578
IMO icon
932
Imperial Oil
IMO
$60.8B
$533K 0.01%
4,072
+46
+1% +$5.16K
CHRW icon
933
C.H. Robinson
CHRW
$20.6B
$532K 0.01%
3,202
+89
+3% +$15.9K
CFG icon
934
Citizens Financial Group
CFG
$30.1B
$529K 0.01%
8,814
-1,225
-12% -$75.3K
CINF icon
935
Cincinnati Financial
CINF
$28.5B
$528K 0.01%
3,357
+372
+12% +$60.5K
SPG icon
936
Simon Property Group
SPG
$75.1B
$528K 0.01%
2,831
+36
+1% +$6.87K
P
937
Everpure Inc
P
$24.7B
$527K 0.01%
8,931
-522
-6% -$35.4K
ROL icon
938
Rollins
ROL
$18.8B
$527K 0.01%
9,872
-646
-6% -$38.4K
SYSB
939
iShares Systematic Bond ETF
SYSB
$1.16B
$525K 0.01%
5,904
+3,286
+126% +$295K
CW icon
940
Curtiss-Wright
CW
$27.5B
$524K 0.01%
770
+72
+10% +$47.9K
EJUL icon
941
Innovator Emerging Markets Power Buffer ETF July
EJUL
$176M
$524K 0.01%
17,548
-570
-3% -$17.2K
LAD icon
942
Lithia Motors
LAD
$7.88B
$523K 0.01%
2,096
-38
-2% -$11.3K
CCI icon
943
Crown Castle
CCI
$32.4B
$520K 0.01%
6,392
-3,567
-36% -$307K
KBWD icon
944
Invesco KBW High Dividend Yield Financial ETF
KBWD
$412M
$516K 0.01%
41,151
-175
-0.4% -$2.36K
AMG icon
945
Affiliated Managers Group
AMG
$9.61B
$516K 0.01%
1,864
+1,249
+203% +$376K
PXH icon
946
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.91B
$515K 0.01%
19,136
+3,791
+25% +$104K
TPB icon
947
Turning Point Brands
TPB
$1.52B
$515K 0.01%
5,929
-60
-1% -$6.69K
CYBR
948
DELISTED
CyberArk
CYBR
$514K 0.01%
1,257
-160
-11% -$69.9K
OMC icon
949
Omnicom Group
OMC
$23.5B
$514K 0.01%
6,823
+608
+10% +$47.2K
CGDG icon
950
Capital Group Dividend Growers ETF
CGDG
$5.42B
$514K 0.01%
14,304
+1,175
+9% +$43K
36 37
38
39 40

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PWM
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IFP Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, IFP Advisors held 5,221 positions worth $4.82B, up 8.3% from $4.45B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

IFP Advisors deployed $462M of net new capital in Q1 2026, opening 339 new positions and adding to 1,984 existing holdings. Its largest new stake was Eaton Vance Mortgage Opportunities ETF: 85,091 shares worth $4.28M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Gold Fields, an estimated $16.8M trimmed.

  • IFP Advisors's largest Q1 2026 buy was Eaton Vance Mortgage Opportunities ETF: 85,091 shares worth $4.28M.
  • IFP Advisors added most to Microsoft in Q1 2026, an estimated $21.4M increase.
  • IFP Advisors's biggest Q1 2026 reduction was Gold Fields, cutting an estimated $16.8M.
  • IFP Advisors fully exited Invesco S&P 500 Equal Weight Real Estate ETF in Q1 2026, selling an estimated $9.48M.
  • IFP Advisors's ten largest holdings make up 15% of its $4.82B portfolio in Q1 2026.
  • IFP Advisors opened 339 new positions and closed 205 in Q1 2026.
  • IFP Advisors's portfolio value rose 8.3% quarter-over-quarter to $4.82B.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.